Poteet Accounting Group

At Poteet Accounting Group, we are dedicated to providing excellent accounting and bookkeeping services to businesses of all sizes and industries in the beautiful Napa Valley. As a full-service accounting firm, we cater to a diverse range of clients, from wineries and vineyards to retail and hospitality businesses. With over 30 years of combined accounting experience, our team is committed to providing personalized attention and detail to meet the unique financial needs of each client.

Our Services

We offer a comprehensive range of accounting and bookkeeping services, including:

Financial Services

• Financial Reporting: We provide accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
• Budgeting and Forecasting: We help businesses create realistic budgets and forecasts to ensure financial stability and growth.
• Sales Analysis and Cash Management: We analyze sales trends and cash flow to ensure efficient use of resources.

Bookkeeping Services

• Accounts Payable & Purchases: We manage accounts payable and purchasing functions, ensuring accurate and timely invoicing.
• 1099s and Accounts Receivable & Sales: We process 1099s and manage accounts receivable and sales tax reporting.
• Credit Card Reconciliation: We reconcile credit card statements and ensure accurate financial reporting.
• Fixed Asset Management: We track and manage fixed assets, including depreciation and amortization.
• GAAP and Tax Inventory Reconciliations: We reconcile inventory records and ensure compliance with generally accepted accounting principles (GAAP) and tax regulations.

Expertise

Our founder and principal, Shelly Poteet, has over 30 years of experience in accounting and bookkeeping, with in-depth knowledge of financial management and accounting operations. She has worked with businesses of all sizes and industries, from small wineries and vineyards to large multi-entity wineries, construction and retail companies. Her expertise includes financial reporting, budgeting, forecasting, sales analysis, and cash management.

About Shelly Poteet

Shelly is a lifelong resident of Napa, California, with a passion for accounting and bookkeeping. She started her accounting career in 1984, processing financial statements manually on ledger sheets. Her experience in public accounting and private industry provides a unique skill set for smaller companies and a higher level of consulting in lieu of the expense of having a full-time controller on payroll.

Contact Us

If you're looking for a reliable accounting and bookkeeping partner to help you streamline your financial operations and improve your bottom line, contact Poteet Accounting Group today. We're here to help you achieve your business goals and provide expert guidance every step of the way.